The Sales Stack Audit Questions

Section 1: Team & Process Context

How many people are actively involved in sales today?<gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display:none;"></gwmw>

1–2

3–5

6–10

10+

This field is required.

Who owns your sales operations / tech stack management?

Founder / CEO

Sales Manager

Dedicated RevOps / Ops person

No one

This field is required.

Section 2: Lead Generation

Where do most of your leads currently come from?<gwmw style="display:none;"></gwmw>

Outbound (prospecting, cold email/LinkedIn)

Inbound (website, forms, marketing campaigns)

Referrals / network

Mix of the above

This field is required.

What’s the biggest challenge in lead generation?

Finding accurate contact data

Getting replies / engagement

Personalizing outreach at scale

Tracking what’s working

This field is required.

Section 3: Deal Execution & Follow-Up

Where do deals usually stall?<gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw>

After first call / initial outreach

Follow-ups / nurturing

Proposal / negotiation stage

We’re not sure

This field is required.

How confident are you that every lead is properly followed up on?

Very confident

Some leads slip through

Many leads slip through

No visibility at all

This field is required.

Section 4: Tools & Technology

How many sales-related tools are currently in use?<gwmw style="display:none;"></gwmw>

1–2

3–4

5–6

This field is required.

How well do your tools integrate with each other?<gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw>

Mostly seamless

Some integration, some gaps

Barely integrated

Not at all

This field is required.

Section 5: Growth Priorities

Which of these is your <strong>biggest priority to improve in the next 3 months</strong>?

Generate more leads / pipeline

Improve outreach & response rates

Streamline follow-ups & close more deals

Reduce tech complexity / cut redundant tools

This field is required.

Are you planning to <strong>scale your sales team</strong> in the next 6 months?

Yes

Maybe

This field is required.

Personal Details

Full Name<gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw>

This field is required.

Company Name<gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw>

This field is required.

Email Address<gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display: none; background-color: transparent;"></gwmw><gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw><gwmw style="display:none;"></gwmw>

This field is required.